SunTec Xelerate
Manage bank customer portfolios, pricing, offers and deals within Salesforce Platform.
SunTec Business SolutionsPaid
Zafin 360
by ZafinSalesforcePaid
Calculates negotiated pricing and benefits in Salesforce Platform, while managing arrangement records, approvals, and profitability reviews.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Zafin 360 calculates rates, fees, and benefits for negotiated pricing arrangements and exceptions. It provides access to customer product, transaction, balance, and arrangement information, while keeping terms and qualifying banking behaviors as records. The add-in supports billing-system integration, deal approval workflows, and deployment of negotiated arrangements without IT.
Key capabilities
from the Salesforce AppExchange listingPricing calculations
Calculates rates, fees, and benefits for negotiated arrangements and pricing exceptions.
Exception time limits
Applies time limits to fee waivers and pricing exceptions.
Customer information
Provides access to customer products, transactions, balances, arrangements, and qualifying banking behaviors.
Billing integration
Integrates with billing systems.
Arrangement records
Maintains terms and conditions for negotiated arrangements as a system of record.
Approval workflows
Standardizes workflows for reviewing and approving new deals and periodically reviewing existing deals.
Workflow customization
Allows approval workflows to be customized.
Who it's for
Zafin 360 is for bankers, with managerial access and oversight of deal terms.
How it compares
Zafin 360 includes calculations for negotiated rates, fees, benefits, and arrangement profitability, as well as records for arrangement terms and qualifying customer banking behaviors. SunTec Xelerate is described as a relationship-based pricing platform for pricing arrangements, product cross-selling and upselling, and personalized offers.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| SunTec Xelerate | Paid | Cloud |
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«With Zafin 360, - Accurately and automatically calculate rates, fees and other benefits for negotiated arrangements and exception pricing - Enforce time limits on fee waivers and pricing exceptions, automatically - Access comprehensive, accurate and up-to-date information about products, transactions and balances for …»